Car companies exploration battery recycling and use commercial model energy storage ladder market broad market

　　Author ：Iflowpower – Portable Power Station Supplier

"Automobile production company as the main body of the power battery recovery, the power storage battery recovery service outlet should be established, and the recycling channel is formed through the after-sales service institution, battery rental company and other recycling channels. It can also cooperate with relevant companies to build, share recycling Channel, improve recovery. Automobile production companies should also implement responsibility requirements such as power storage battery recycling related information.

"The Interim Measures for the Recycling Management of New Energy Automobile Power Battery Battery" announced (hereinafter referred to as "" Interpretation "), once again emphasized the main body of the power storage battery. At recent recent, SAIC Group and CATL signed a memorandum of understanding, discussing the recycling and utilization of joint promotion of new energy vehicles. On the basis of the "car producer" identity, add a "core power recycler" identity, which means that the vehicle company has a lot of responsibility.

This responsibility is not only related to environmental protection, but also related to the healthy cycle development of the new energy vehicle industry chain, but also the topic of the new market space outside the new market space in the traditional production and manufacturing business. "Recycling" has pointed out to "interpretation" for the car enterprise, with the rapid development of the new energy automobile industry, my country has become the forefront of the new energy automobile production and sales, the power storage battery production and sales will also climb year by year, the power storage battery recycling is imminent, Society is highly concerned. In 2009-2012, my country promoted 17,000 new energy vehicles, and assembled the power storage battery about 1.

2GWH. After 2013, the new energy vehicle large-scale promotion and application, as of the end of 2017, it has promoted more than 1.8 million new energy vehicles, and the power storage battery is about 86.

9GWH. According to industry experts, it is estimated from the company warranty period, battery cycle life, vehicle use conditions, and after 2018, new energy vehicle power storage batteries will enter large-scale retirement, and it is expected that more than 200,000 tons (24.6GWH) have been accumulated by 2020.

If you can use 70% to be used for the tradder, about 60,000 tons of batteries should be scrapped. After the power storage battery is retired, if the disposal is improper, it will discard it, on the one hand, it will bring environmental impact and safety hazards to the society. On the other hand, there will be resource waste.

The solution of the power lithium battery recovery has been arrow on the string, and "Interpretation" is echoing, in the national two sessions, many representative members from the vehicle company have called for the promotion of powerful lithium battery recycling. The National People's Congress representative, the Party Secretary of the SAIC Group, Chairman Chen Hong proposed that new energy vehicles were recovered and the traditional car recovered qualifications. Detained battery dismantling technical standards, supervision and exiting mechanism.

Gradually eliminate technology backward, environmentally friendly companies. Give the R & D subsidies utilized by the power lithium battery step, guide production and research cooperation, study basic technology and domestic manufacturers sharing achievements, reduce the company's recovery costs. The National People's Congress representative, Guangqi Group Party Committee Secretary, Chairman Zeng Qinghong believes that the most important issue of my country's new energy vehicle development is "the powerful lithium battery bottleneck needs to break through", and it is important to prevent the improvement of the improvement in the field of dynamic lithium battery, that is Dynamic lithium battery recycling is gradually displayed.

Individual vehicle "first trial" recycling is a new topic, many of the vehicle companies are still in the start-up phase, but some people have "first try first". Li Yutu, executive deputy dean of Beiqi New Energy Engineering, introduced the reporter of Beijing Craft Body Battery Technology Co., Ltd.

, introduced the "my country Automobile News", early June 2016, Beiqi New Energy and Xinxiang Battery Research Institute was established in Beijing Beijing Craft Body Battery Technology Co., Ltd., fully integrate the industry market, technology, materials, battery, decommissioning battery, decomposition resources, carry out new system batteries development and ladder utilization research innovation.

In 2017, Beiqi's new energy has launched the "Optimus Program" and plans to invest 10 billion yuan in 2022. It has built 3,000 light storage power saving stations in the country, and 500,000 vehicles are put into electricity vehicles. More than 5GWH.

Among them, the light storage power saving station will be used to carry out the battery, as the energy storage device for the power supply and power supply energy supply energy supply. It is understood that in the field of ladder use in the field of ladder, the craftsmanship has basically established the first network platform for the first domestic data-based data-based battery retrospective, monitoring, evaluation and operation; and master the whole package and modules. Using the form of ladder recycling technology, actively explore new business models such as "rental".

In January this year, 16 of Chongqing Changan, BYD, Yinlong New Energy and other 16 vehicle and battery companies and power lithium battery recycling and utilization of our national iron tower, new energy vehicle power battery recycling, signed a strategic partner agreement. my country Tower has nearly 2 million iron towers in the country, with electricity battery to 44 million kWh; 600,000 peaks to fill the Valley station to have a battery about 44 million kWh; 500,000 new energy stations should battery about 48 million kWh Total battery about 136 million kWh. According to the information of "Interpretation", my country Tower has been built more than 3,000 dynamic lithium battery ladders in 12 provinces and cities, and has achieved better results.

Of course, the latest example is also the cooperation of SAIC Group and CATL. In this regard, SAIC said that by cooperation, both parties will use their respective advantages in new energy automotive technology, manufacturing, and service, driving the power lithium battery recovery and then use the industry to make better and faster development. What is worth noting is that both parties have once again "marriage", and last year has announced the establishment of two joint ventures.

This time, it is interpreted by the outside world as a "card bit" in the power lithium battery recycling. Market prospects are widely established to build an emerging industry, not only to promote national policies, but ultimately go to the benign development track, still insepaple in business model, and good business models and development prospects, technical advancement, etc. Associated.

According to the analysis of the "Current Situation and Trend Research Report of Dynamic Lithium Battery Recycling", the life cycle of dynamic lithium batteries, will be a very important emerging field based on the life cycle of the dynamic lithium battery. From the past two years, my country will have a large number of power lithium batteries into the decommission period (it is important to be a lithium iron phosphate ion battery before 2023). Retired batteries will be used first, and the resource regeneration is implemented.

It is expected that the market is expected to exceed 10 billion yuan in 2020 and around 38 billion yuan. Among them, cascade utilization is the most promising segment, and is expected to drive the formation of "energy storage" this huge emerging market. The broad market prospect does not mean establishing a business model will be smooth.

In the view of Li Yuchang, the current power lithium battery recovery cost is high, and the economy is poor. The dynamic lithium battery recovery industry has not yet formed a scale effect, and there is no mature recycling system in China. Some new energy automotive companies, power lithium batteries, battery materials include the willingness to recycle and use battery, but also because of lack of business model innovation, there is no clear business model, sustainable power lithium battery recycling mode is difficult to start.

Li Yuchang suggested that in the basis of carrying out technical economic analysis and evaluation, after accumulating related experience, copying the circular economy development model with promotion value, preventing ahead. The company actively innovates and explores, accelerating the disorder of institutional mechanisms, integrating resource creation conditions for business model innovation, encouraging more social resources and power lithium battery recycling and commercial model innovation.